Common Goals. Uncommon Results.

A full-service investment bank built for the middle market.

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Powering your success with our expertise.

Over the past two decades, thousands of owners, investors, and creditors have trusted Capstone Partners to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the business lifecycle.  We have developed a fully integrated range of investment banking and financial advisory services uniquely tailored to meet the needs of middle market companies.

By the Numbers

*Last updated 9.13.23

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    Highly Seasoned Professionals

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    Collective Deals Completed

  • Dedicated Industry Groups

  • Offices in the U.S.

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    Industry Awards

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    Partners Worldwide

Fully Integrated Services

Our capabilities have been specifically built to assist middle market businesses through each stage of the company’s lifecycle. Whether you need financial or operational help, seek growth financing, or look to pursue an M&A transaction, we will harness our collective expertise and put together a completely customized plan to help you achieve your goals.

Industry Expertise

Benefit from the vast network of relationships our industry banking professionals have with leading investors and strategic partners in your space, giving you real-time access to market intelligence and proprietary analysis of emerging trends to incorporate into your strategic thinking.

Recent Transactions

Capstone and its Construction Services-focused team was the right partner to guide me and my company through the hurdles of a transaction process. The deal team worked tirelessly and was available day and night to discuss and address issues as they came up, which led to a successful outcome.

Frank Shadpour Founder and President, SC Engineers

Capstone Partners’ process identified hundreds of potential investment partners, methodically categorized, and ultimately found the perfect partner to assist Connors Group in our growth journey. We are forever grateful to the Capstone Partners team.

Patrick O'Leary Vice President, Connors Group

The Capstone team members were passionately committed to our unique needs and understood not only the distinctive marketable characteristics of our company, but the emotional aspects of selling a family business founded 50 years ago...I cannot recommend Capstone more highly, and I am grateful for their professionalism in shepherding us to a very successful closure.

James Paul President, Thomas J. Paul

The Capstone team provided thorough and objective advice all along the way from positioning our company to negotiating terms through our closing process. They were always there when we needed them which allowed us to focus on our business and they provided a path forward when we encountered obstacles.

Chris Smith OnPoint, CEO

Middle market businesses
deserve senior-level attention.

Our experienced, hands-on senior leaders will be by your side every step of the way, supported by a full team of highly talented professionals dedicated to delivering results and maximizing the value of your business.